Search

Soria’s search covers your entire data platform in one query — dashboards and news stories together. You can search by exact title, by concept, or by entity name, and results are ranked by relevance with match context showing you exactly why each result appeared.

Searching with the `search` tool

search(query="star ratings")
# Searches both dashboards and news

search(query="health insurance enrollment", scope="dashboards")
# Dashboards only

search(query="UnitedHealthcare merger", scope="news")
# News only

Parameters

Parameter	Type	Description
`query`	string	Your search text.
`scope`	string	`"dashboards"`, `"news"`, or omit to search both.
`tag`	string	Filter dashboard results by tag slug (e.g., `"medicare-advantage"`).
`limit`	integer	Max results per scope. Default is `20`.
`environment`	string	Workspace ID to scope dashboard results to a specific workspace.

Query types

Exact match — "MA Market Share" finds pages with that exact phrase in the title or description.
Conceptual query — "health insurance enrollment trends" surfaces related dashboards even if no title matches word-for-word.
Entity match — "United Healthcare" surfaces enrollment dashboards that reference that company, even if the page title says something different.

Search results

Each result includes a relevance score, path, tags, and match context showing where in the document the match occurred:

Dashboards (3 results):

1. MA Enrollment by County (score: 0.9312)
   Path: medicare_advantage/enrollment_by_county
   Tags: medicare-advantage, enrollment
   Match (semantic): column_description [county_name] — County-level Medicare Advantage enrollment...

2. Star Ratings Summary (score: 0.8740)
   Path: medicare_advantage/star_ratings
   Tags: medicare-advantage, star-ratings
   Match (exact): title — Star Ratings Summary

Filtering by tag

Pass a tag slug to restrict dashboard results to a specific tag. Tag slugs are lowercase, hyphenated versions of the tag name.

search(
    query="enrollment",
    scope="dashboards",
    tag="medicare-advantage",
)

Workspace-scoped search

Pass environment to search dashboard pages in a specific workspace instead of production:

search(
    query="star ratings",
    scope="dashboards",
    environment="ws_test_pipeline_58d28fca",
)

Managing the search index

The following operations are for administrators managing the search index. Most users only need the search tool above.

Use search_manage to reindex content, purge stale documents, and manage synonyms.

Reindexing

Trigger a background reindex of dashboards, news, or both:

search_manage(reindex=["dashboards", "news"])
# Full reindex of all content

search_manage(reindex=["dashboards"])
# Dashboards only

search_manage(reindex=["dashboards"], environments=["ws_test_pipeline_58d28fca"])
# Reindex dashboards for a specific workspace

Reindexing runs in the background. Check server logs for progress.

Purging and rebuilding

To reset the index completely and rebuild from scratch:

search_manage(purge=True, reindex=["dashboards", "news"])

purge=True deletes all indexed documents before reindexing. Search results will be unavailable until the reindex completes.

Synonyms

Synonyms let you map common abbreviations and alternate names to their canonical forms so that searches for any variant surface the same results.

Adding synonyms

search_manage(
    add_synonyms={
        "name": "UHC",
        "synonyms": ["united healthcare", "uhc", "unitedhealth group", "unh"],
    }
)

The name field is the display label for the synonym group. The synonyms list must contain at least two terms, all lowercase.

Listing synonyms

search_manage(list_synonyms=True)

# Example output:
# Synonym groups:
#   uhc: united healthcare, uhc, unitedhealth group, unh
#   cms: centers for medicare & medicaid services, cms

Removing synonyms

Pass the synonym group ID (the lowercase slug shown in the list) to remove it:

search_manage(remove_synonyms="uhc")

Get Started

Data Pipeline

Workspaces

Dashboards

News Intelligence

Searching with the `search` tool

Parameters

Query types

Search results

Filtering by tag

Workspace-scoped search

Managing the search index

Reindexing

Purging and rebuilding

Synonyms

Adding synonyms

Listing synonyms

Removing synonyms

​Searching with the search tool

​Parameters

​Query types

​Search results

​Filtering by tag

​Workspace-scoped search

​Managing the search index

​Reindexing

​Purging and rebuilding

​Synonyms

​Adding synonyms

​Listing synonyms

​Removing synonyms

Searching with the `search` tool

Parameters

Query types

Search results

Filtering by tag

Workspace-scoped search

Managing the search index

Reindexing

Purging and rebuilding

Synonyms

Adding synonyms

Listing synonyms

Removing synonyms